In the field of new energy, the irregular updates of policies have indeed brought some development obstacles to many companies. Even some of the over-interpretations have made people feel unpopular, but in the long-term perspective, policy updates have driven The continuous improvement of industry rules will push the industry to a more rapid development path.
Retreat into a foregone conclusion, the micro-electric vehicle market may be impacted
The policy changes from 2017 to 2018 are not too small. From rectification, subsidy retreat, and double points, the development pattern of the industry has brought about drastic changes.
The slope has been pinned down, according to Wu Zhixin, deputy director of the China Automotive Technology and Research Center. China's new energy vehicle subsidy program has been reported to be waiting for approval. However, in order to prevent the market turmoil caused by the retreat, the adjustment plan is set aside for four months. During the transitional period, during this period, the models that had already entered the new energy vehicle promotion catalog can continue to be sold and receive subsidies, but the subsidy standards will also be lowered.
According to the information disclosed by various parties, the subsidy for electric vehicles with a cruising range of less than 150km for pure electric vehicles may be directly eliminated. The national subsidy for models with mileage of 150-200km is only 10,000 yuan, and the national subsidy for models with 200-250km is 25,000 yuan, 250 The national subsidy for the 300-km model is 34,000 yuan, the national subsidy for the 300-400km model is 45,000 yuan, and the subsidy for the model with more than 400km in life is 50,000 yuan. The higher the mileage is, the higher the subsidy is, and the local subsidy does not exceed the central financial subsidy. 50%. Then the question arises: Will low-range micro-electric vehicles, such as Zotye E200, Zhidou D2, Beiqi New Energy EC Series, and Chery eQ, will gradually lose their market? The price competitive advantage will gradually recede, but the micro-electric vehicles based on urban vehicles will still be the first choice for most people to start charging electric cars. It can be said that there is no fear.
In addition, from the perspective of consumers, the most influential one is the new energy subsidy, but consumers need not worry too much. From January 1, 2018, the newly revised “Automobile Loan Management Measures” will be implemented. New energy vehicles will receive higher loans, and the maximum amount of loans for self-use new energy vehicles will be 85%, while the highest proportion of loans for self-use traditional power vehicles will be only 80%. The domestic automobile market is mainly dominated by young consumers. The users of loans and car purchases also mainly come from this group. Increasing the proportion of new energy vehicle loan issuance can calm down the turmoil caused by subsidy and retreat, and on the other hand it also stimulates Potential new energy vehicles to purchase users and promote the development of new energy vehicles.
Dual-point policy drives joint ventures
The introduction of double-integration policy has produced a very large intensification of the new energy market. Under the pressure of new energy points, many traditional car companies have begun to vigorously deploy new energy vehicles. This also marks the time when our country's new energy vehicles have transformed from subsidy incentives to market-led ones. It is time to fight technology.
What about the new foreign energy forces? As early as June 28, 2017, the National Development and Reform Commission and the Ministry of Commerce issued the “Guidance Catalogue for Foreign Investment Industries”, stating that starting from July 28, 2017, foreign investors will set up production of pure electric vehicle products in China. Will not be limited. Volkswagen and JAC are the most typical examples. Under the pressure of double points, foreign energy and new energy will enter the Chinese market through joint ventures, such as the combination of Zhongtai and Ford.
On November 9, the Ministry of Foreign Affairs stated that in 2018, the proportion of foreign-invested shares in new energy vehicles will be further liberalized in the Pilot Free Trade Zone to encourage investment in new energy markets. Compared with the fierce competition of fuel vehicles in China, the competitive landscape of the new energy vehicle market is still far from being reached. At this time, appropriate foreign investment will, to a certain extent, bring pressure on local new energy vehicles, but it can break the closed doors. The restrictions can also enhance the technology of new energy vehicles. Tesla, who said that he wants to achieve localization, will also start a high-end electric car race with new domestic vehicle makers. (Text | Wen Feng Automobile / Small Cart Jianguo)
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